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Goal of this Blog

We all know that the advisor who offers the most comprehensive services is the most indespensible to their clients and commands the highest compensation.

My goal with this blog is to share tools and resources to help financial advisors offer even more fully comprehensive financial services to their clients.


All the best in Implementing,
Mark

The TrustedAdvisorToolkit.com™

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February

Sub-archives

Feb 23, 2010

What Should a Trusted Advisor's Website Look Like?

by Mark Little — last modified Feb 24, 2010 02:05 PM
Filed Under:

ADVISOR: Mark, I'm updating my website, what should it look like? read more...

Feb 18, 2010

Advisor: Do I need a signed agreement?

by Mark Little — last modified Feb 19, 2010 06:05 AM

I have a potential Deliverables Team Member who would like to be on our team, but does not want to sign a contract with me. read more...

Feb 15, 2010

Advisor: When do you give clients their "action plan?"

by Mark Little — last modified Feb 16, 2010 02:20 PM

Do you update and give your clients The Implementation Plan at every meeting? When during the meeting? read more...

Feb 12, 2010

Advisor: What service should I offer my Non-Ideal Clients?

by Mark Little — last modified Feb 13, 2010 01:55 PM
Filed Under:

I realize Non-Ideal Clients are a distraction to the growth of my business, but what should I offer them as service until I no longer need survival clients? read more...

Weblog Authors

Mark Little

Mark Little

Mark Little

Mark Little
Mark McKenna Little Speaker, Author & Trusted Advisor. In 1999 I was ready to leave the financial services industry; not because I wasn’t financially successful (I had built a multi-six figure business), but because I was overwhelmed. I had waaay too many clients & worked 84 hours per week. Rather than quit my business, I decided to try one last thing: I became passionate about relentlessly creating and implementing organized documented systems and processes into my practice. I was able to reduce my workweek to 3 days a week while quadrupling my income to well over $1 million per year of predictable recurring revenue.

Mark Little

Mark Little